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Brian Foster Dean

Capital Client Group, Inc.

Carmel, IN

San Antonio, TX

Carmel, IN

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-10-17
  • IN RA
    APPROVED
    Since 2019-10-17

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

Carmel, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Scottsdale AZ 08/2012 07/2019
American Funds Indianapolis IN 07/2019 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 04/2022
Capital Group - American Funds Distributors, Inc. Carmel IN 04/2022 10/2023
Capital Group - American Funds Distributors, Inc. Carmel IN 10/2023 Present
  • 08/2012 → 07/2019
    Vanguard
    Scottsdale, AZ
  • 07/2019 → 04/2020
    American Funds
    Indianapolis, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 04/2022
    American Funds
    Carmel, IN
  • 04/2022 → 10/2023
    Capital Group - American Funds Distributors, Inc.
    Carmel, IN
  • 10/2023 → Present
    Capital Group - American Funds Distributors, Inc.
    Carmel, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-17
S63 Uniform Securities Agent State Law Examination 2012-09-21
  • S65 Uniform Investment Adviser Law Examination
    2019-10-17
  • S63 Uniform Securities Agent State Law Examination
    2012-09-21
Other Names
  • Brian Foster Dean
  • Chip Dean
  • Brian Foster Dean

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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